See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,200 | $102,317-77.3% | $146,958-84.2% | $80,856-71.3% |
| Participation rate | 65.9% | 75.8%-9.9pp | 82.2%-16.2pp | 67.6%-1.7pp |
| Annual return | 13.21% | 134.76%-121.5pp | 418.34%-405.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,596 | $3,713-30.1% | $4,933-47.4% | $2,755-5.8% |
| Participant deferral / active EE | $5,278 | $6,644-20.6% | $8,070-34.6% | $4,296+22.9% |
| Admin fee / account holder | $9,281 | $7,941+16.9% | $12,998-28.6% | $6,918+34.2% |